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iShares Core S&P 500 ETF

3,999 hedge funds and large institutions have $587B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 466 funds opening new positions, 1,687 increasing their positions, 1,378 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

628% more first-time investments, than exits

New positions opened: 466 | Existing positions closed: 64

22% more repeat investments, than reductions

Existing positions increased: 1,687 | Existing positions reduced: 1,378

12% more capital invested

Capital invested by funds: $526B → $587B (+$61.6B)

9% more funds holding in top 10

Funds holding in top 10: 1,1721,276 (+104)

9% more funds holding

Funds holding: 3,6743,999 (+325)

0.54% less ownership

Funds ownership: 79.51%78.97% (-0.54%)

15% less call options, than puts

Call options by funds: $2.14B | Put options by funds: $2.53B

Holders
3,999
Holders Change
+325
Holders Change %
+8.85%
% of All Funds
48.63%
Holding in Top 10
1,276
Holding in Top 10 Change
+104
Holding in Top 10 Change %
+8.87%
% of All Funds
15.52%
New
466
Increased
1,687
Reduced
1,378
Closed
64
Calls
$2.14B
Puts
$2.53B
Net Calls
-$387M
Net Calls Change
-$666M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
2276
HHM Wealth Advisors
Tennessee
$2.35M +$44.1K +65 +2%
WCM
2277
Weik Capital Management
Pennsylvania
$2.35M -$78.1K -115 -3%
HFS
2278
Heritage Financial Services
Massachusetts
$2.34M -$95.7K -141 -4%
OCM
2279
Orleans Capital Management
Louisiana
$2.34M +$2.32M +3,420 New
GFL
2280
Granite FO LLC
New Hampshire
$2.34M
EF
2281
Envision Financial
Wisconsin
$2.34M -$285K -420 -11%
CV
2282
Counterweight Ventures
North Carolina
$2.33M +$29.2K +43 +1%
CB
2283
Cadence Bank
Mississippi
$2.33M
LOPW
2284
Live Oak Private Wealth
North Carolina
$2.32M -$59.8K -88 -3%
MFS
2285
Mattson Financial Services
Michigan
$2.31M +$25.8K +38 +1%
NFP
2286
Narus Financial Partners
Utah
$2.31M +$679 +1 +0%
DP
2287
Denver PWM
Colorado
$2.31M
HPA
2288
High Probability Advisors
New York
$2.31M +$1.56M +2,302 +216%
MA
2289
MJP Associates
Connecticut
$2.31M -$6.79K -10 -0.3%
CPWA
2290
Cerro Pacific Wealth Advisors
California
$2.31M +$90.3K +133 +4%
MAG
2291
Meadowbrook Advisors Group
New Jersey
$2.3M +$2.28M +3,358 New
TWM
2292
Tradition Wealth Management
Minnesota
$2.29M -$45.5K -67 -2%
BTWM
2293
Baker Tilly Wealth Management
Wisconsin
$2.29M -$312K -460 -12%
CICC
2294
Capital Investment Counsel (Colorado)
Colorado
$2.28M +$545K +803 +32%
OSNBOA
2295
Old Second National Bank of Aurora
Illinois
$2.28M -$27.2K -40 -1%
TFA
2296
Tobias Financial Advisors
Florida
$2.28M -$158K -233 -7%
FMC
2297
First Merchants Corp
Indiana
$2.28M +$95.1K +140 +4%
YP
2298
YANKCOM Partnership
South Dakota
$2.27M +$14.9K +22 +0.7%
DFC
2299
DBK Financial Counsel
Ohio
$2.27M -$4.07K -6 -0.2%
HCM
2300
Howland Capital Management
Massachusetts
$2.27M -$17.7K -26 -0.8%